Planning matters

Hooked on Nature; Hooked on Education

For nearly 15 years I have been a Board member at Columbia Springs, a place where kids and adults alike can explore trails, learn about recycling, macroinvertebrates, flora and fauna and visit the historic Vancouver Trout hatchery built in 1938. With green space spanning 100 acres, right within the urban boundary, it’s a jewel for…

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Predicting the Unpredictable

We’ve heard quite a few questions from clients about why the market is doing so well right now. Many feel that the stock rebound is overdone, or that the run-up can’t possibly continue, or that other events could cause a retest of the March lows. These are valid concerns, but unfortunately, there aren’t clear-cut answers…

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Keep Your Eyes on the Goal

As we head into the Fall season immersed in continued challenges with COVID-19, many of us are experiencing periodic fatigue from social-distancing protocols, negative headlines, and future uncertainties. Staying focused on our goals when we are weary is difficult but crucial to short-term financial wellness and long-term financial success. Consider following these guidelines to help…

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Smart Ways to Build Your Emergency Fund

The recent pandemic has increased people’s awareness of the importance of having an emergency fund (also called a rainy-day fund). Although it can be hard to build an emergency fund with limited income, it is certainly achievable with the right course of action. Let’s look at some ideas to saving for your emergency fund. Summarize…

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Preparing for an Unprecedented Benefits Open Enrollment

With Fall just around the corner, we are about to enter an employee open enrollment benefits season different than we’ve experienced in the past. Many companies are operating under different conditions because of COVID-19, and employees are more concerned than ever about having the right coverage in place during these uncertain times. Let’s look at…

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